See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,193 | $94,625-76.5% | $116,228-80.9% | $84,808-73.8% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.6%+17.6pp | 68.3%+23.8pp |
| Annual return | 24.88% | 20.40%+4.5pp | 90.06%-65.2pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,950 | $2,347+25.7% | $2,994-1.5% | $2,631+12.1% |
| Participant deferral / active EE | $5,584 | $3,972+40.6% | $4,953+12.7% | $4,212+32.6% |
| Admin fee / account holder | $585 | $10,091-94.2% | $11,989-95.1% | $7,344-92.0% |